A new client is set up the same day they sign.

Who it is for

What you need

• Linear or ClickUp
• Email (IMAP/SMTP) or Outlook

Steps in Homla

1. 1
   PagePublish an intake formAsk the AI in Homla to build a form app: company, goals, contacts, brand rules, access given. An admin approves the app before it goes live.
2. 2
   ConnectConnect your project tool and mailboxLinear or ClickUp for tasks. Outlook or IMAP/SMTP for the welcome email.
3. 3
   SkillSave the onboarding skillCopy the skill below. Paste your kickoff checklist into it.
4. 4
   MemoryLet it fill memoryThe agent saves each client as a company in memory. Every AI on the team then knows the client from day one.
5. 5
   AgentCreate the agentName it "Onboarding". Give it the skill, your project tool and the mailbox.
6. 6
   TriggerTrigger it from the formHave form answers emailed to the agent's address and pick "When an email arrives". Or run it by hand after a signing.
7. 7
   ApprovalApprove tasks and emailAll of it waits for one yes from the account manager.

The skill to save

Name: New client onboarding

When a new client's intake form arrives:

1. Save the client in company memory: name, site, size, goals, contacts, tone, rules and things to avoid.
2. Check the access list against what we need: [Shopify staff, GA4, Search Console, brand folder]. Mark what is missing.
3. Create our kickoff tasks in [project / list] from this checklist: [paste your checklist]. Set owners from the account team in memory.
4. Add one task per missing access, owned by the account manager, due in 3 days.
5. Draft a welcome email: thanks, what we still need with a short how-to, kickoff date, agenda.
6. Wait for approval before creating tasks or sending.

Never store passwords from the form. If a password was sent, tell the account manager to reset it.

Agent settings

What stays under your control

• The client form is yours, and an admin approves it before it goes live.
• No passwords travel by form. Access is shared through each tool, never in the form.
• Nothing is created or sent before a yes.

Good to know